ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 204 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $768,822 | -3.0% | 4,998 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $792,462 | +11.5% | 4,998 | -2.3% | 0.06% | +9.8% |
| Q1 2023 | $710,586 | +15.4% | 5,115 | +0.1% | 0.05% | +8.5% |
| Q4 2022 | $615,721 | +3.5% | 5,108 | +2.6% | 0.05% | -6.0% |
| Q3 2022 | $595,000 | -4.5% | 4,980 | +0.2% | 0.05% | 0.0% |
| Q2 2022 | $623,000 | -18.9% | 4,972 | +2.9% | 0.05% | -2.0% |
| Q1 2022 | $768,000 | -3.6% | 4,833 | +5.1% | 0.05% | -1.9% |
| Q4 2021 | $797,000 | +189.8% | 4,600 | +152.3% | 0.05% | +136.4% |
| Q2 2021 | $275,000 | +0.7% | 1,823 | -10.2% | 0.02% | -15.4% |
| Q1 2021 | $273,000 | +14.2% | 2,030 | +12.9% | 0.03% | +4.0% |
| Q4 2020 | $239,000 | +2.1% | 1,798 | -6.9% | 0.02% | +38.9% |
| Q3 2020 | $234,000 | – | 1,932 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SURIENCE PRIVATE WEALTH LLC | 67,834 | $10,434,904 | 20.21% |
| First Citizens Asset Management, Inc. | 257,913 | $39,674,765 | 16.86% |
| FIRST CITIZENS BANK & TRUST CO | 4,460,656 | $686,182,712 | 13.36% |
| SOA Wealth Advisors, LLC. | 310,727 | $47,799,157 | 11.88% |
| Simplicity Wealth,LLC | 111,928 | $17,217,877 | 10.08% |
| Kingdom Financial Group LLC. | 65,691 | $10,105,246 | 9.52% |
| Baystate Wealth Management LLC | 680,054 | $104,612,708 | 8.62% |
| Intelligence Driven Advisers, LLC | 310,732 | $48,101,365 | 8.54% |
| Cosner Financial Group, LLC | 57,410 | $8,831,380 | 7.78% |
| Aspire Capital Advisors LLC | 104,405 | $16,060,616 | 7.31% |